Jd Taylor Crosby
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Ameriprise Financial Services, LLCJan 2026 to now
- Northwestern MutualMay 2025 to Dec 2025
- AltabankDec 2024 to May 2025
- Sprinkler Supply CompanyApr 2024 to Oct 2024
- Sportsman's ParadiseSep 2023 to May 2024
- Utah State UniversityAug 2023 to Dec 2025
- Dimple Dell Recreation CenterMay 2022 to Aug 2022
- Scheels Sporting GoodsAug 2021 to Aug 2023
- Copper Mountain Middle SchoolSep 2019 to Aug 2021
- Herriman High SchoolAug 2019 to May 2023
- Jl Sorenson Recreation CenterJul 2019 to Aug 2021
- Copper Mountain Middle SchoolAug 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (UT).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8035541
- Firm CRD
- 6363